Opera
Opera Group Limited is a privately owned Guernsey-based financial services group delivering trust, corporate, and fund administration services to ultra-high-net-worth families, family offices, and venture capital managers across eight jurisdictions via five sub-brands under the Project Overture five-year plan.
- Company typePrivate
- Founded2023
- HeadquartersSt. Peter Port
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Opera does
Opera Group Limited is a privately owned financial services holding company headquartered in St Peter Port, Guernsey, majority-backed by Pula, the family office of Stephen Lansdown CBE (co-founder of Hargreaves Lansdown), alongside Sealyham, the family office of Tom Scott. Founded in October 2023 under the five-year "Project Overture" strategic plan, the group delivers specialist fund, corporate, and fiduciary services to ultra-high-net-worth families, family offices, entrepreneurs, next-generation fund managers, and venture capital managers across eight jurisdictions — Guernsey, Jersey, Isle of Man, the Bahamas, Bermuda, Geneva, London, and Mauritius.
Opera's platform is organized as a portfolio of five sub-brands: Oak Group (the foundational fiduciary, corporate, and fund administration business with heritage dating to 1999), Oak Bahamas (formerly Amber Trust), HFL (Guernsey-based venture capital and private client specialist), Meritus Trust Company (Bermuda-based private client firm), and Accuro (multi-jurisdictional private wealth specialist with 220 professionals). The group states an AI-enabled technology platform providing real-time transparency, automation, and integrated ecosystems connecting banks, advisers, brokers, and emerging asset classes including tokenised investments. Approximately 600 professionals support the platform under group-level executives including CEO Kim Sgarlata, COO Jibran Ahmed, CFO Oliver de la Fosse, CCO Kate Finlayson, and CPO Anna Sauvarin.
The revenue model combines recurring fees from trust and fiduciary services, managed-services revenue from institutional-grade fund administration, and professional services fees for corporate structuring and governance advisory. Pricing is quote-based and tailored to client scope with no public disclosure. The go-to-market is enterprise field sales targeting UHNW clients through direct, relationship-led engagement. Following the proposed divestiture of Oak Fund Services, the platform is sharpening focus toward specialist private wealth, private capital, and institutional expertise.
Opera firmographics
Firmographics- Name
- Opera
- Legal name
- Opera Group Limited
- Website
- https://operalimited.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Opera Group Limited is a privately owned Guernsey-based financial services group delivering trust, corporate, and fund administration services to ultra-high-net-worth families, family offices, and venture capital managers across eight jurisdictions via five sub-brands under the Project Overture five-year plan.
- Ownership category
- akta.pro rank
Opera industry classification
Industry- Product category
- Private Wealth and Fiduciary Services
- NAICS
- Management of Companies and Enterprises (55111)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
- akta.pro secondary industries
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
Keywords
Where Opera is headquartered
LocationHeadquarters
- HQ city
- St. Peter Port
Offices9 records
Markets served
Opera business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Trust and Fiduciary Services: Recurring fees from trust administration, fiduciary services, and wealth structuring for UHNW families and family offices
- Fund Administration: Institutional-grade fund administration services for venture capital clients and investment structures
- Corporate Structuring and Governance: Corporate structuring, governance advisory, and compliance services
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Opera product offering
Product offeringCore offering
Opera Group Limited is a privately owned financial services platform that delivers fund, corporate, and fiduciary services through a portfolio of specialist sub-brands (Oak Group, Oak Bahamas, HFL, Meritus Trust Company, and Accuro). The company serves ultra-high-net-worth families, family offices, entrepreneurs, and institutional clients across eight jurisdictions with AI-enabled real-time transparency, automation, and integrated ecosystems. Opera operates under a five-year strategic plan called Project Overture, combining institutional credibility with long-term patient capital from family offices.
Product overview
Opera Group Limited is a privately owned financial services platform that operates as a portfolio of specialist businesses rather than a single unified product. The platform is organized around fund, corporate, and fiduciary services, bringing together five acquired sub-brands: Oak Group (the foundational business, dating to 1999), Oak Bahamas (formerly Amber Trust), HFL (Guernsey-based VC and private client specialist), Meritus Trust Company (Bermuda-based private client firm), and Accuro (multi-jurisdictional wealth specialist across Geneva, Jersey, London, and Mauritius). These businesses are united under Project Overture, a five-year strategic plan, and are supported by group-level infrastructure including the Opera Options employee incentive plan. The platform is designed to be AI-enabled, providing clients with real-time transparency, reduced friction through automation, and integrated ecosystems connecting banks, advisers, and brokers across jurisdictions. Opera also holds and proposes to divest Oak Fund Services as part of its strategic sharpening toward private wealth and private capital.
Differentiator
Problem solved
Functional benefit
Products and services
- Opera Group Platform Unified financial services platform bringing together fund, corporate, and fiduciary businesses under long-term private ownership, designed to deliver AI-enabled real-time transparency, automation, and integrated services across multiple jurisdictions.
- Oak Group A leading fiduciary, corporate, and fund administration business operating from Guernsey, Jersey, Isle of Man, Mauritius, and The Bahamas, serving ultra-high-net-worth individuals, families, and family offices with trust, governance, and succession planning services.
- Oak Bahamas (formerly Amber Trust) Bahamian fiduciary business offering proactive fiduciary services and concierge-level service to ultra-high-net-worth individuals and families, including family governance advice and single-family office establishment and operation.
- HFL Guernsey-based family-owned fiduciary and fund administration firm with over 40 years of experience serving venture capital clients, their investors, and private clients, with B Corporation certification. Provides bespoke platform services for VC managers, investors, and entrepreneurs.
- Meritus Trust Company Bermuda-based fiduciary business founded in 2010, trusted by families across the Americas and internationally with deep expertise in family governance, cross-border trust administration, and estate planning.
- Accuro Leading private wealth specialist with a 220-person multi-jurisdictional platform across Geneva, Jersey, London, and Mauritius, focused on ultra and high-net-worth families and entrepreneurs with values-driven culture, technical expertise, and client service.
- Oak Fund Services Fund administration business in Guernsey providing services to investment funds and their managers.
Quantifiable outcome
- Assets under administration exceeding $81 billion across eight jurisdictions
- +1 more outcomes
Companies that use Opera
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Opera technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Opera partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Wyvern PartnersminorIntroduced the Meritus acquisition to Opera, acting as M&A advisor on the transaction.
Scale indicators13 records
Recent moves7 records
Expansion highlights6 records
Opera competitors and assessment
Company assessmentDirect peers
- Hawksford: Hawksford is a Jersey-headquartered provider of corporate, fund, and private client services to UHNW individuals, family offices, and corporates. Strong Channel Islands presence and similar target market make it a direct comparable, particularly in the family office services niche.
- TMF Group: TMF Group is a global provider of corporate secretarial, accounting, tax, payroll, and fund administration services across 80+ jurisdictions. While broader in scope than Opera, its combination of cross-border corporate services and private client work makes it a direct operational peer in fiduciary and corporate structuring.
- JTC Group: JTC Group is a publicly-listed provider of fund administration, corporate, and private client services with significant Channel Islands presence. Targets similar UHNW family office and institutional client segments and is comparable in scale, jurisdiction mix, and service breadth to Opera.
- Ocorian: Ocorian is a leading global provider of fiduciary, fund administration, corporate, and private wealth services to UHNW families, family offices, and institutional clients. Operates across multiple jurisdictions including Channel Islands, Cayman, BVI, and Asia — directly comparable to Opera's multi-jurisdictional fiduciary platform.
- IQ-EQ: IQ-EQ is a global private wealth and fund administration group serving UHNW individuals, family offices, and alternative asset managers. Operates across similar jurisdictions to Opera (Guernsey, Jersey, Switzerland, Mauritius, Cayman) and competes directly for cross-border fiduciary mandates.
- Trident Trust: Trident Trust is a privately-owned independent provider of trust, fiduciary, fund administration, and corporate services with offices across the Caribbean, Channel Islands, Asia, and Americas. Closely comparable to Opera in target market (UHNW families and family offices), service mix, and cross-jurisdictional footprint.
Broad incumbents
- Apex Group: Apex Group is the world's largest independent fund administrator and a broad incumbent in fiduciary, corporate, and private wealth services with $3T+ AUA. Operates as a much larger diversified platform; competes with Opera across fund administration and increasingly in private wealth.
- CSC (Corporation Service Company): CSC is a global leader in business, legal, tax, and digital brand services with significant corporate and fiduciary capabilities (acquired Intertrust in 2021). A broad incumbent providing comparable corporate and trust services across many of the same jurisdictions as Opera.
- Vistra: Vistra is a major global provider of corporate, fiduciary, fund, and private wealth services with operations in 50+ jurisdictions. Larger and more diversified than Opera but competes directly in the cross-border corporate structuring and fund administration segments.
Regional players
- Butterfield: Butterfield is a Bermuda-headquartered bank and trust company providing private banking, wealth management, and fiduciary services. Comparable in target market and Channel Islands/Bermuda/Caribbean geographic mix, though broader as a banking group rather than pure-play fiduciary.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Opera social profiles
Digital presenceOpera compliance and trust
Trust signalCompliance4 records
Opera financial estimates
Financial estimateRevenue estimate
Valuation estimate
Opera leadership team
Management profileNumber of profiles
Profiles12 records
Opera subsidiaries and ownership
Company hierarchySubsidiaries5 records
Opera funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Opera M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Opera
What does Opera do?
Opera Group Limited is a privately owned financial services platform that delivers fund, corporate, and fiduciary services through a portfolio of specialist sub-brands (Oak Group, Oak Bahamas, HFL, Meritus Trust Company, and Accuro). The company serves ultra-high-net-worth families, family offices, entrepreneurs, and institutional clients across eight jurisdictions with AI-enabled real-time transparency, automation, and integrated ecosystems. Opera operates under a five-year strategic plan called Project Overture, combining institutional credibility with long-term patient capital from family offices.
Is Opera a public or private company?
Opera is a private company. It is classified as family owned and is currently operating.
When was Opera founded?
Opera was founded in 2023. It employs 251 to 500 people.
Where is Opera based?
Opera is headquartered in St. Peter Port.
How does Opera make money?
Three revenue lines are on record. Trust and Fiduciary Services are the primary driver. The others are fund Administration and corporate Structuring and Governance.
Who are Opera's main competitors?
Direct peers on record are Hawksford, TMF Group, JTC Group, Ocorian, IQ-EQ and Trident Trust. Broad incumbents are Apex Group, CSC (Corporation Service Company) and Vistra. Butterfield is listed as a regional player.
Does Opera have an API?
No public API is recorded for Opera.
What industry is Opera in?
Opera's product category is Private Wealth and Fiduciary Services. Its primary akta.pro industry code is FSAAADAD, Family Office Administration & Operations (Accounting, Reporting, Payroll), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 55111 and its SIC code is 8700.